jakiro
Author: Eric SJ Source: X,@SJBTC9
1. First define NOT, the Meme attribute must be greater than the game attribute, and there are no shadows of games.Rigorously speaking, it can be defined as the [mobile mining] track. This track user volume is really huge. The well -known project that has not been launched on the track is #Pinetwork’s second -level market.It’s right.
2. The exchanges are actually understood, but this time it is a little surprising that the NSChm mining of OKX, which is launched at the same time, is a bit surprising. I remember the last one seems to be ACE, right?
Because the former may want the user traffic, after all, the number of users who claim to be back to TG is also huge, and the traffic on the exchange is also normal. This is a passive angle, but the new currency mining is initiative.
3. Based on the second point, I said that the seal of TON may be loosened before.TON because of regulatory problemsIt may lead to #binance that has not been launched on it, and it is also the only one in the top 20 of the top 20 (background supplement: Ton’s litigation object in 2020)It is guessing that it is out of the shadow of the previous supervision. Specifically, whether there are SEC -related events progress, I have not found public information.
4. NOT and LOGO are the upside -down TON, so although I can be defined at the first point as [Mobile Mining], it is still the strongest attribute. After allDoing such a meme tendencies.
5. NOT is full circulation, nearly 80%of which belong to the community. This throwing pressure can not be imagined at all, and the share of new currency mining in the early days is only 3%. This is compared with the full circulation., Far below the proportion of any past period.
We calculate the market value. The previous #Binance Launchpooll is basically about 10%of the circulation.
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In this case, the proportion of SCon mining share has almost no influence.
6. Coupled with the recent new coins, I listed a few in the figure above. Except for the two tokens with strong DEFI attributes and business models except ETHFI and ENA,The other two SAGA and OMNI infrastructure business are generally average.
This has a lot to do with the market liquidity/emotion. I also listed the representative MEME of #binance: BOME, the performance is also very unsatisfactory. In this issue, it is the leader of the Ton system.
7. So for us, where is the market opportunity to go to the game
This opportunity undoubtedly refers to the new currency of the game again #Binance
Let’s talk about the secondary market: NOT combines the above -mentioned various factors.It is very cost -effective to do Ton’s short -wave ambush, because it is really likely to go to binance after this wave
So in the first -level market, of course, there is no problem aiming at the Ton ecology, but I see many projects that are doing the NOT similar mode. The probability of this project will not continue to go to Binance.Some certainty
8. Why do I say not?
Because it is based on a large number of gathering communities, the community in this part is very low, and it is even lower than the fair mint of the original inscription.
In this way, log in to the secondary market. Everyone has no community consensus at all.
The launch of Not is indeed very unexpected. The project has not had two quarters from the launch to logging in to the secondary market, and the share of the big head is to the community
It is difficult to imagine where the market has come to squander in the short term without experiencing the laundering, and it is inseparable from the bottom up.
